Yushu Technology will launch live broadcasts of Siasun Robot&Automation battles, and the Sector is expected to rise once again.
① Yushu Technology has announced that it will launch robot combat live broadcasts in about a month. ② Guotai Junan Research Reports point out that, as a key link in the China-U.S. Technology rivalry, the importance of robots is self-evident. The year 2025 is expected to be the starting year for the mass production of humanoid robots, and related industry chain companies are likely to enter a growth phase.
Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."
① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.
【Data Viewing】Four Institutions join forces to bottom-feed Goertek Inc. Retail funds and Algo activity remain persistently sluggish.
① Apple Supplier stock Goertek Inc. has experienced a consecutive three trading days of limit downs, with data from the market showing that the stock received a total Buy of 0.146 billion from four Institutions today. ② The Index rebounded, but the activity of first-tier speculative capital and Algo funds remains quite sluggish, with a low number of stocks being traded.
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
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Goertek Inc.'s revenue in 2024 has surpassed 100 billion, with a Net income growth of 144.9%. Q4 Net income decreased by 71.5% quarter-on-quarter | Insights from the Earnings Reports.
In the context of the overall slowdown in growth within the Consumer Electronics Industry, Goertek Inc. delivered an unexpectedly strong performance in its 2024 report, with steady annual revenue growth and a nearly 1.5-fold increase in Net income. Revenue in the fourth quarter reached a record high for the year, but due to increased cost pressures, Net income saw a significant decline quarter-on-quarter. On the 26th, Goertek Inc. released its 2024 performance report, with the following key points: Steady revenue growth: In 2024, revenue reached 100.954 billion yuan, breaking the 100 billion mark for the first time, and growing 2.41% year-on-year; Q4 revenue was 31.308 billion yuan, the highest quarterly revenue for the year. Significant improvement in profitability: Annual Net income.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
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